AGGY WISDOMTREE TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported WISDOMTREE TR (AGGY) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.05% in 2024 Q1. The latest visible filing shows AGGY at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGGY was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sharper & Granite LLC held AGGY — position size vs. price
% of Fund (quarterly)    AGGY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 67,572 +20,195 +42.6% 1.00% $2.9M 2026-04-08 $43.73
2025 Q4 REDUCED 47,377 -1,320 -2.7% 0.74% $2.1M 2026-01-27 $43.66
2025 Q3 ADDED 48,697 +520 +1.1% 0.77% $2.2M 2025-10-16 $43.70
2025 Q2 REDUCED 48,177 -700 -1.4% 0.80% $2.1M 2025-07-31 $42.09
2025 Q1 ADDED 48,877 +30 +0.1% 0.88% $2.1M 2025-04-30 $41.53
2024 Q4 ADDED 48,847 +540 +1.1% 0.92% $2.1M 2025-01-14 $40.06
2024 Q3 REDUCED 48,307 -1,345 -2.7% 0.96% $2.2M 2024-10-31 $40.81
2024 Q2 REDUCED 49,652 -1,025 -2.0% 1.02% $2.1M 2024-08-12 $40.90
2024 Q1 ADDED 50,677 +5,405 +11.9% 1.05% $2.2M 2024-04-18 $38.66
2023 Q4 REDUCED 45,272 -33 -0.1% 1.03% $2.0M 2024-01-19 $39.38
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and AGGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sharper & Granite LLC reported owning AGGY?

Sharper & Granite LLC reported AGGY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AGGY position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for AGGY was 1.05% in 2024 Q1.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 67,572 shares, equal to 1.00% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AGGY ownership page compare?

The chart compares Sharper & Granite LLC's quarterly AGGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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